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Donald L. Hagan LLC’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Donald L. Hagan LLC’s Portfolio HEWJ Stock Details HEWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-35,967
Closed -$1.15M – 86
2018
Q1 		$1.15M Sell
35,967
-40,368
-53% -$1.33M 0.96% 29
2017
Q4 		$2.54M Buy
76,335
+20,776
+37% +$678K 2.15% 9
2017
Q3 		$1.71M Buy
+55,559
New +$1.65M 1.56% 12
2016
Q2 		– Sell
-200
Closed -$5K – 175
2016
Q1 		$5K Buy
+200
New +$5.09K ﹤0.01% 307
2015
Q4 		– Sell
-200
Closed -$5K – 165
2015
Q3 		$5K Buy
+200
New +$6.05K ﹤0.01% 322

Other funds holding HEWJ

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Donald L. Hagan LLC's HEWJ Position: Q2 2018 in Review

Donald L. Hagan LLC sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2018, closing a stake of 35,967 shares — an estimated $1.15M sold.

Donald L. Hagan LLC first reported a position in HEWJ in Q3 2015 and held it in 5 quarters. The position peaked at $2.54M in Q4 2017. 74 funds tracked by Wall St. Rank hold HEWJ as of Q2 2018.

  • Donald L. Hagan LLC reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2018 after selling out during the quarter.
  • Donald L. Hagan LLC sold 35,967 iShares Currency Hedged MSCI Japan ETF shares in Q2 2018, an estimated $1.15M.
  • Donald L. Hagan LLC first reported a position in iShares Currency Hedged MSCI Japan ETF in Q3 2015 and held it in 5 quarters.
  • Donald L. Hagan LLC's iShares Currency Hedged MSCI Japan ETF position peaked at $2.54M in Q4 2017.
  • 74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2018.

Based on Donald L. Hagan LLC's 13F filing for Q2 2018, filed 19 Jul 2018.